WisdomTree · 17 hours ago
Director, Sales – Mid-Atlantic Region
United States
Full-time
Remote
Senior Level, Lead/Staff
$135K/yr - $145K/yr
10+ years expWisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products. They are seeking an experienced Director of Sales to drive sales growth across their ETF offerings and work closely with Financial Advisors in the RIA Segment.
Financial Services
Responsibilities
Develop and execute a comprehensive sales strategy to meet/exceed annual sales targets within the Midwest region
Initiate, build, and maintain strong relationships with Financial Advisors at Wirehouse and IBD firms
Deliver engaging presentations and insights on WisdomTree’s ETF offerings, model portfolios, and value-added resources
Provide relevant research, data, and due diligence materials to support Financial Advisor decision-making throughout the sales cycle
Collaborate with internal teams, including marketing, product development, and research, to align sales strategies with overall business objectives
Represent WisdomTree at regional events, conferences, and advisor meetings, showcasing the company’s commitment to innovation and excellence
Monitor industry trends and competitor activity to inform and enhance sales strategies
Qualification
Required
10+ years of wholesaler experience, preferably within the ETF or broader financial services market
Strong knowledge of ETFs, or mutual funds
Exceptional presentation, verbal, and written communication skills
Proficiency with CRM tools and financial industry software
Ability to travel up to 50% of the time within the Mid-Atlantic territory
Bachelor's degree, preferably in Finance, Business, Economics, or a related field
Series 7 and 63 FINRA licenses in good standing
Preferred
Advanced certifications such as CFA, CFP, or CIMA, a plus
Benefits
Medical, dental and vision coverage with multiple plan options
Health savings and flexible spending accounts
Employer-paid life, disability and business travel insurance
401(k) plan with company match
Flexible paid time off
Educational reimbursement programs
Wellness and fitness activities
Paid parental leave
Volunteer time off
Company
WisdomTree
WisdomTree is a global financial innovator, offering a well-diversified suite of world-class exchange-traded products (ETPs), models and solutions.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase